Create a master account

Learn how to create copy-trading, MAM, or PAMM master accounts in the Back Office using new or existing trading accounts and setting leverage, account name, and strategy description

You can create copy-trading, MAM, and PAMM master accounts for your clients in the Back Office.

Create a master account as follows:

1

Go to Investment Platform and expand the required platform instance, such as MT4, MT5, or cTrader.

2

To create a copy-trading master account, go to B2COPY > Masters. To create a MAM master account, go to Mam > Masters. To create a PAMM master account, go to Pamm > Masters.

3

On the Masters page, click +Create.

4

Select the client whom you want to create a master account for, and then click Select.

Create a master account

5

On the Create Master Account page, select one of the following options in the Create from dropdown:

• New account – to create a new account on the trading platform and then create a master account on the B2COPY investment platform using the newly created account.

• Existing account (on Trading platform only) – to create a master account on the B2COPY investment platform using the account that already exists on the trading platform but hasn't yet been registered via the Web UI.

• Existing account (in Trader's room) – to create a master account on the B2COPY investment platform using the trading account that has already been registered via the Web UI.

6

If you create the master account using an existing trading account, enter the account number in the Account login field.

If a master account for a client was created on the Accounts tab that is available on the client details page, the account must be added to the B2COPY investment platform using the Existing account (in Trader's room) option.

The master account created in client details

7

In the Leverage dropdown, select a leverage ratio for the master account.

8

In the Account Name field, enter a short name for the master account. This name will be displayed on the Leaderboard and other pages in the Web UI.

9

In the Strategy description field, enter a trading strategy description to let potential investors know more about the trading style of the master account owner.

10

To inform the client about the newly created master account by sending an email with account details, enable the Send email checkbox.

11

Click Save.

Select master account parameters

The created master account is now listed on the Masters page.